LVW Advisors’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Buy |
17,081
+986
| +6% | +$102K | 0.19% | 70 |
|
|
2025
Q1 | $1.76M | Buy |
16,095
+1,171
| +8% | +$128K | 0.21% | 66 |
|
|
2024
Q4 | $1.38M | Buy |
14,924
+494
| +3% | +$45.6K | 0.17% | 86 |
|
|
2024
Q3 | $1.48M | Buy |
14,430
+1,137
| +9% | +$117K | 0.19% | 84 |
|
|
2024
Q2 | $1.17M | Buy |
13,293
+1,635
| +14% | +$143K | 0.17% | 86 |
|
|
2024
Q1 | $1M | Buy |
11,658
+3,535
| +44% | +$304K | 0.17% | 91 |
|
|
2023
Q4 | $660K | Buy |
+8,123
| New | +$660K | 0.12% | 122 |
|